Position in FIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,456,980
+$2,495,607 QoQ
Shares Held
4,267
-1.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#370
of 1,341 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $22,699,524 across 9 Engineering & Construction names. FIX ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
13,155 | $9,472,126 | |
| 2 | FIX |
Comfort Systems USA Inc
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|
4,267 | $8,456,980 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
2,202 | $1,848,270 | |
| 4 | TPC |
Tutor Perini Corp
|
10,303 | $854,839 | |
| 5 | EME |
EMCOR Group, Inc.
|
1,030 | $854,776 | |
| 6 | BLD |
QXO Insulation, LLC
|
1,043 | $369,774 | |
| 7 | GVA |
Granite Construction Inc
|
2,038 | $322,167 | |
| 8 | AGX |
Argan Inc
|
347 | $277,096 |
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,456,980 | 4,267 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,961,373 | 4,323 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,188,078 | 1,273 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $310,465 | 579 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||